Chicago Partners Investment Group LLC XJUL — FIRST TR EXCHNG TRADED FD VI

Ownership history in Chicago Partners Investment Group LLC  ·  12 quarters on record

AI Ownership Summary

Chicago Partners Investment Group LLC reported FIRST TR EXCHNG TRADED FD VI (XJUL) in 12 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.01% in 2024 Q1. The latest visible filing shows XJUL at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XJUL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Chicago Partners Investment Group LLC's position in FIRST TR EXCHNG TRADED FD VI, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

XJUL was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XJUL stock page Chicago Partners Investment Group LLC fund profile Chicago Partners Investment Group LLC full holdings
How Chicago Partners Investment Group LLC held XJUL — position size vs. price
% of Fund (quarterly)    XJUL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 7,450 — 0% 0.01% $303K 2026-07-30 $40.89
2026 Q1 REDUCED 16.8% +4.6% ❌ 7,450 -1,507 -16.8% 0.01% $298K 2026-05-04 $40.15
2025 Q4 UNCHANGED — — — 8,957 — 0% 0.01% $352K 2026-01-28 $39.35
2025 Q3 UNCHANGED — — — 8,957 — 0% 0.01% $347K 2025-10-30 $38.56
2025 Q2 UNCHANGED — — — 8,957 — 0% 0.01% $336K 2025-07-29 $37.55
2025 Q1 UNCHANGED — — — 8,957 — 0% 0.01% $318K 2025-05-09 $35.62
2024 Q4 UNCHANGED — — — 8,957 — 0% 0.01% $319K 2025-01-24 $35.97
2024 Q3 UNCHANGED — — — 8,957 — 0% 0.01% $314K 2024-10-29 $35.13
2024 Q2 REDUCED — — — 8,957 -242 -2.6% 0.01% $303K 2024-07-31 $34.12
2024 Q1 UNCHANGED — — — 9,199 — 0% 0.01% $306K 2024-04-25 $33.19
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding XJUL

As of 2026 Q2 — sorted by position size

CROSSPOINT FINANCIAL, LLC 3Y 4.77% Griffith & Werner, Inc. 0.56% Diligent Investors, LLC 3Y 7Y 0.29% Pitti Group Wealth Management, LLC 3Y 0.2% PFS Partners, LLC 0.15% MIRAMONTES CAPITAL, LLC 0.1% Sequent Planning LLC 0.1% FSB PREMIER WEALTH MANAGEMENT, INC. 3Y 0.07% SILVER OAK SECURITIES, INCORPORATED 3Y 0.03% Foguth Wealth Management, LLC. 0.03%

FAQ About Chicago Partners Investment Group LLC and XJUL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Chicago Partners Investment Group LLC reported owning XJUL?

Chicago Partners Investment Group LLC reported XJUL across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported XJUL position in Chicago Partners Investment Group LLC's portfolio?

The largest reported portfolio weight for XJUL was 0.01% in 2024 Q1.

What is the latest reported XJUL position on this page?

The most recent filing on this page is 2026 Q2, when Chicago Partners Investment Group LLC reported 7,450 shares, equal to 0.01% of portfolio, with an estimated market value of $303K.

What does the chart on this XJUL ownership page compare?

The chart compares Chicago Partners Investment Group LLC's quarterly XJUL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Chicago Partners Investment Group LLC time their XJUL position?

Based on 13F filing dates vs. subsequent XJUL price moves, Chicago Partners Investment Group LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on XJUL relative to SPY over the holding period was +109.5%.

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